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Schwab U.S Small- Cap ETF

1,126 hedge funds and large institutions have $6.03B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 443 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1176
TME Financial
California
Bessemer Group
1177
Bessemer Group
New Jersey
LWANC
1178
Laurel Wealth Advisors (North Carolina)
North Carolina
GWMI
1179
Guardian Wealth Management (Illinois)
Illinois
SIM
1180
Synergy Investment Management
Florida
MA
1181
Montag & Associates
Georgia
SIM
1182
Studio Investment Management
Illinois
DJSG
1183
D.J. St. Germain
Massachusetts
WF
1184
Wayfinding Financial
Washington
CFFP
1185
Center for Financial Planning
Michigan
CRFG
1186
Columbia River Financial Group
Washington
GP
1187
Greenline Partners
New York
HHGA
1188
Halbert Hargrove Global Advisors
California
SFG
1189
Stonebridge Financial Group
Pennsylvania
GFPC
1190
Global Financial Private Client
Florida
AF
1191
Abound Financial
California
1IA
1192
1620 Investment Advisors
Massachusetts
BGWM
1193
Bridge Generations Wealth Management
Florida
WT
1194
Washington Trust
Rhode Island
MPWT
1195
MassMutual Private Wealth & Trust
Connecticut
CI
1196
CX Institutional
Indiana
MIM
1197
MTM Investment Management
South Carolina
CWM
1198
Compass Wealth Management
Connecticut
CB
1199
CNB Bank
Pennsylvania
RP
1200
Rice Partnership
Hawaii